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DFA Tax-Managed US Marketwide Value II shares owned by Axis Wealth Partners

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Axis Wealth Partners from 13F filings

Historical chart of Axis Wealth Partners investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Axis Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 75k 44.69
2025-06-30 $2.9M 69k 42.28
2025-03-31 $2.8M 67k 41.21
2024-12-31 $2.5M 60k 40.92

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Axis Wealth Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

View all funds holding DFA Tax-Managed US Marketwide Value II